Products & amounts
Products from the catalogue, quantities, unit prices. Total amount is automatically weighted against the stage probability.
Pipeline
Kanban that thinks along
Multiple pipelines per team, configurable stages with probability and rotting days, drag-and-drop, real-time updates when colleagues move cards. Stagnating deals are flagged automatically.
Multi-pipeline
One pipeline per sales motion
New business, existing customers, partner channel, renewals — each sales motion has its own stages and probabilities. Deals can be moved between pipelines on demand.
- Unlimited pipelines on Pro, 10 on Growth, 3 on Starter
- Stages per pipeline individually configurable with probability (0–100 %)
- Move deals between pipelines without losing history
- Default pipeline per user — lands directly in the Kanban view
Rotting detection
Stagnation, before the deal dies
Configure rotting days per stage. If a deal stays in the same stage longer than X days without activity, it is flagged yellow — and after 2× X, red. Prevents old deals from cluttering the pipeline.
- Rotting threshold per stage (e.g. Discovery: 7 days, Proposal: 14 days)
- Last activity timestamp defines “fresh”
- Yellow → yellow stripe, red → red stripe on the deal card
- Filter “rotting only” isolates problematic deals
Deal detail
What a deal card carries
History & emails
Timeline with all activities, linked emails, status changes and custom-field changes.
Loss reasons
On a “lost” marker a required field with structured reasons appears. The basis for later loss analysis.
Demo
Pipeline demo with your sales process
In 30 minutes we replicate your main pipeline with stages and probabilities and show rotting, real-time sync and deal history.